SARVAJEET KAPOOR

• Acquire new customers who meet product criteria, and flag them on the system.
• Use FD maturity reports to track maturity of IDFC FDs and prevent overflow.
• Developed and implemented customer service plans to improve customer satisfaction levels.
• Provided financial advice and guidance to customers on banking products and services.
• Increase the size of liabilities in the relationship via:

Balances in accounts of existing customers.

Acquire all related IDs of the primary ID and send a request on the web-based system entry form to the CPU for flagging and grouping.

• Use the wallet profile sheet to track accounts and products and transfer them to the back-end.
• Sales across all product segments - TPP, Assets, Cards, etc.

• Manage Imperia Portfolio.
• Enhancement of the relationship by cross-selling products and services, as per the profile and need of the customer.
• Coordinated with cross-functional teams to ensure successful implementation of projects.
• Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
• Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
• Utilizing the sales resources (BDR, COEX, or Asset Coordinator) for optimal sales support.

Job Profile - Retail Branch Operation, Customer Service Quality, Training and team management, Audit, Risk, AML, Process, and compliance with Business Development.

• Built relationships with new and existing customers by personally interviewing to identify needs and preferences and delivered products and services that fit customer perfectly.
• Recruited, interviewed, hired and trained employees, planned, assigned and directed work, appraised performance and inspired engaged team to please and retain customers.
• Established overall growth, sales and profit objectives for branch in coordination with corporate office and established and adhered to annual branch budget.

• Worked as an Account assistant and assigned to handle Dehradun Division.
• WHS & DMS invoices Checking/Booking payment in SAP.
• Assisted in the preparation of financial statements and reports, including monthly and annual accounts.
• Created spreadsheets to track budget expenses and income.
• Maintained a record of all financial transactions, ensuring accuracy and completeness.
• Prepared invoices for customers and suppliers.
• Processed payments received from customers in an accurate and timely manner.
• Provided administrative support to the finance department, such as filing documents and responding to queries.
• Entered data into accounting software packages accurately and efficiently.